Forvis Wealth Advisors, LLC Tesla, Inc. Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,694 shares of TSLA stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,694

Previous 10,264 44.52%

Holding current value

$1.31 Million

Previous $1.8 Million 37.58%

% of portfolio

0.03%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$142.05 - $197.88 $649,168 - $904,311	-4,570 Reduced 44.52%	5,694 $1.13 Million
Q1 2024 Apr 19, 2024	BUY	$162.5 - $248.42 $754,000 - $1.15 Million	4,640 Added 82.5%	10,264 $1.8 Million
Q4 2023 Jan 11, 2024	SELL	$197.36 - $263.62 $58,418 - $78,031	-296 Reduced 5.0%	5,624 $1.4 Million
Q3 2023 Oct 25, 2023	BUY	$215.49 - $293.34 $134,681 - $183,337	625 Added 11.8%	5,920 $1.48 Million
Q2 2023 Aug 08, 2023	SELL	$153.75 - $274.45 $155,441 - $277,468	-1,011 Reduced 16.03%	5,295 $1.39 Million
Q1 2023 Apr 26, 2023	SELL	$108.1 - $214.24 $113,613 - $225,166	-1,051 Reduced 14.29%	6,306 $1.31 Million
Q4 2022 Feb 02, 2023	BUY	$109.1 - $249.44 $464,002 - $1.06 Million	4,253 Added 137.02%	7,357 $906,000
Q3 2022 Oct 13, 2022	BUY	$265.25 - $927.96 $558,351 - $1.95 Million	2,105 Added 210.71%	3,104 $823,000
Q2 2022 Jul 22, 2022	BUY	$628.16 - $1145.45 $139,451 - $254,289	222 Added 28.57%	999 $673,000
Q1 2022 May 10, 2022	SELL	$764.04 - $1199.78 $764 - $1,199	-1 Reduced 0.13%	777 $837,000
Q4 2021 Jan 14, 2022	BUY	$775.22 - $1229.91 $62,792 - $99,622	81 Added 11.62%	778 $822,000
Q3 2021 Oct 14, 2021	BUY	$643.38 - $791.36 $34,099 - $41,942	53 Added 8.23%	697 $541,000
Q2 2021 Jul 14, 2021	BUY	$563.46 - $762.32 $16,903 - $22,869	30 Added 4.89%	644 $438,000
Q1 2021 Apr 23, 2021	SELL	$563.0 - $883.09 $877,154 - $1.38 Million	-1,558 Reduced 71.73%	614 $410,000
Q4 2020 Jan 22, 2021	BUY	$388.04 - $705.67 $145,515 - $264,626	375 Added 20.87%	2,172 $1.53 Million
Q3 2020 Nov 05, 2020	BUY	$223.93 - $498.32 $320,891 - $714,092	1,433 Added 393.68%	1,797 $771,000
Q2 2020 Jul 15, 2020	BUY	$90.89 - $215.96 $33,083 - $78,609	364 New	364 $393,000

Others Institutions Holding TSLA

# of Institutions

3,374

Shares Held

1.41B

Call Options Held

157M

Put Options Held

155M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $727B
Description
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...

More about TSLA

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Forvis Wealth Advisors, LLC Tesla, Inc. Transaction History